[Remote] Senior Technical Account Manager - Customer Success (AMER)

Note: The job is a remote job and is open to candidates in USA. ClickUp is building an AI-native workspace that unifies tasks, docs, chat, calendar, and enterprise search. The Senior Technical Account Manager - Customer Success serves as a strategic and technical partner to customers, leading onboarding, adoption, workflow optimization, AI enablement, account health, and expansion initiatives. The role collaborates cross-functionally to drive measurable business outcomes and long-term customer success.

Responsibilities

• Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support
• Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations
• Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management
• Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement
• Build and execute adoption plans and account reviews to maintain or improve health
• Identify risks early and build recovery plans in partnership with the account team
• Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform
• Conduct Intake → Execution → Reporting (IER) cycles for key workflows
• Lead discovery sessions to map current-state vs. future-state processes
• Recommend optimizations and create workflow templates to scale across teams
• Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases
• Partner with customers to define and deliver new AI automations that align with business KPIs
• Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams
• Track and report AI usage and credit consumption against plan
• Serve as the technical partner to assigned accounts, connecting adoption to business value
• Generate qualified leads through data-driven insights and AI usage analysis
• Drive cross-functional alignment to position renewals, expansions, and AI upsells
• Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support
• Partner with account teams to maintain alignment between delivery and success

Skills

• Every team member is expected to leverage AI daily
• We evaluate AI fluency as part of our hiring process
• Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality
• Able to translate business needs into technical solutions
• Familiar with generative AI concepts, prompt design, and automation frameworks
• Skilled at identifying and scoping AI use cases and consumption plans
• Exceptional at workflow analysis, process design, and identifying friction points
• Uses structured discovery to map customer needs into ClickUp
• Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes
• Skilled at running structured account plans
• Comfortable using dashboards and metrics to communicate health, adoption, and ROI
• Interprets usage data to drive recommendations
• Executive presence and strong communication skills
• Builds trust at both ATL and BTL levels through credibility and clarity
• Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes
• Works cross-functionally with account team, Product, and Sales to align on outcomes
• Influences without authority through insight and results
• Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time

Benefits

• Remote work arrangement

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